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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,246 | $150,447-30.0% | $136,298-22.8% | $147,586-28.7% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 17.60% | 1049.15%-1031.6pp | 5156.27%-5138.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $2,497 | $5,256-52.5% | $4,696-46.8% | $4,876-48.8% |
| Participant deferral / active EE | $6,127 | $6,631-7.6% | $6,247-1.9% | $5,439+12.6% |
| Admin fee / account holder | $11,928 | $10,906+9.4% | $9,244+29.0% | $10,886+9.6% |